Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Chad Patrick BudyPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated$103-14-2019
Kyle Joseph SchaferPNC InvestmentsTD Ameritrade Investment Management, LLC$102-25-2019
Jeffrey Thomas DeeterPNC InvestmentsAmeriprise Financial Services, Inc.$15011-05-2018
Joseph Frank GrimsicPNC InvestmentsMML Investors Services, LLC05-15-2018
Richard Keith DysonPNC InvestmentsJ.P. Morgan Securities LLC05-15-2018
Lindsey Joann MichaelidesPNC InvestmentsJ.P. Morgan Securities LLC04-26-2018
Thomas Edward FinleyPNC InvestmentsMorgan Stanley02-26-2018
Catherine Jiehae KimPNC InvestmentsNYLIFE Securities LLC02-23-2018
James Philip SholtisPNC InvestmentsNorthwestern Mutual Investment Services, LLC02-05-2018
Charles Jasper Slany Jr.PNC InvestmentsThe Huntington Investment Company01-24-2018
Jason A BlackburnPNC InvestmentsWesBanco Securities, Inc.01-23-2018
Ryan Stuart VanderschaegenPNC InvestmentsThe Huntington Investment Company11-22-2017
Ryan Francis WhitePNC InvestmentsCitizens Securities, Inc.11-16-2017
Zachary StillmanPNC InvestmentsCetera Advisor Networks LLC11-13-2017
Michele Kathleen JohnsonPNC InvestmentsRaymond James Financial Services, Inc.10-13-2017
Kimberly S WeithmanPNC InvestmentsCUSO Financial Services, L.P.$110-10-2017
Andrew Alan AshbyPNC InvestmentsJ.P. Morgan Securities LLC09-20-2017
Kaleb Nathaniel BakerPNC InvestmentsPruco Securities, LLC.09-20-2017
David A SchenkerPNC InvestmentsCitizens Securities, Inc.09-14-2017
Jonathan VazquezPNC InvestmentsEdward Jones09-06-2017
Jerelyn Lee PrasserPNC InvestmentsKey Investment Services LLC08-03-2017
Allen William DenglerPNC InvestmentsAXA Advisors, LLC07-31-2017
William Ralph CasalePNC InvestmentsJ.P. Morgan Securities LLC07-19-2017
Jeffery Matthew BradleyPNC InvestmentsCambridge Investment Research, Inc.07-11-2017
Brian Richard TaftPNC InvestmentsAXA Advisors, LLC06-07-2017
Next Page »

Showing 1 to 25 of 286 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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